Money psychology consulting

I help companies design products, programs, and messaging that work with human psychology— not against it. Most financial products exploit psychological vulnerabilities. I help you build ones that actually serve people.
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What makes my approach different

As a Certified Financial Planner® with extensive journalism and content strategy experience, I bring a unique combination most consultants don't have:

✓ Expertise → I understand actual financial planning, not just theory

✓ Experience → I've developed content strategy for major financial publishers, consulted with fintech startups on behavioral product design, and helped organizations understand the psychology of their target audiences.

I translate complex psychological concepts into practical design decisions — whether that's auditing a product for behavioral ethics, creating a wellness program that actually changes behavior, or understanding what messaging will resonate with your audience and why.

This combination is rare. Most behavioral economists lack real-world financial planning experience. Most CFPs don't understand psychology deeply enough to design products. I'm one of the few people who can both create a financial plan and explain why you won't follow it — then design systems that actually work.

Who I work with

  • Fintech startups

    Designing behavioral products, auditing features for psychological ethics, understanding user decision-making

    Industries: Digital banking, investment apps, payment platforms, financial planning tools

  • Corporate teams

    Building employee financial wellness programs that actually change behavior, not just transfer information

    Industries: Tech companies, financial services, healthcare, professional services

  • Universities & colleges

    Developing financial psychology curriculum, student financial wellness programs, research partnerships

    Programs: Business schools, psychology departments, student services, continuing education

  • Nonprofits

    Creating financial literacy initiatives, training educators, designing programs for underserved communities

    Focus: Financial education, community development, policy advocacy

  • Financial institutions

    Modernizing client communication, integrating psychological insights into advisory practices, ethical product design

    Industries: Wealth management, RIAs, insurance, credit unions, community banks

How I can help

From single workshops to program redesigns, I offer flexible engagements that match your needs and budget.

Ready to talk? Book a free 30-minute discovery call to discuss your specific challenge — whether that's a product launch, program redesign, or messaging overhaul.

  • Transform how your team thinks about financial behavior through interactive workshops and keynote presentations.

    Ideal for:

    • Corporate training and team education

    • Conference keynotes and panel discussions

    • University guest lectures

    • Association events

    • HR team workshops

    What's included:

    • Customized presentation tailored to your audience

    • Interactive exercises and frameworks

    • Participant workbooks and takeaway materials

    • Q&A sessions

    • Recording available upon request

  • Comprehensive analysis of your products, programs, or messaging through a behavioral psychology lens — identifying friction points, ethical concerns, and opportunities for improvement.

    Ideal for:

    • Fintech companies launching new features

    • Organizations with low engagement in existing programs

    • Companies concerned about ethical implications

    • Marketing teams wanting to improve conversion

    • Product teams redesigning user experiences

    Types of audits:

    Marketing Psychology Audit: Evaluate your messaging, positioning, and content for psychological effectiveness and conversion barriers

    Product Behavioral Design Audit: Review your fintech product or service for cognitive biases, UX friction, and ethical concerns

    Financial Wellness Program Assessment: Identify gaps in your employee financial wellness program and develop roadmap for better engagement

  • Develop holistic strategies or conduct original research to understand your target audience's financial psychology.

    Ideal for:

    • Startups validating product-market fit

    • Companies entering new markets or launching products

    • Brands wanting to differentiate on psychology

    • Organizations needing curriculum or educational programs

    • Financial services firms building thought leadership

    Service options:

    Audience Research & Insights: Original research (surveys, interviews, focus groups) to understand the financial psychology of your target audience — delivered as comprehensive report with psychological profiles and actionable recommendations

    Content Strategy & Messaging: Comprehensive strategy for communicating about financial topics to your audience, including positioning framework, voice/tone guidelines, 12-week editorial calendar, and content templates

    Curriculum Design & Development: Complete educational program or course on financial psychology topics—includes lesson plans, instructor guides, student materials, assessments, and train-the-trainer support

  • Consistent access to financial psychology expertise through monthly retainer relationships.

    Ideal for:

    • Growing fintech companies needing regular product input

    • Corporate wellness teams implementing long-term initiatives

    • Organizations wanting ongoing thought partnership

    • Companies with continuous product development

    What's included:

    • Monthly consultation hours (flexible scheduling)

    • Unlimited email and asynchronous communication

    • Review of materials and strategies as needed

    • Attendance at team meetings (counts toward hours)

    • Priority response time

    • Ad-hoc problem solving

Contact me